Asset & Wealth Management Specialist

4 weeks ago

Bengaluru, Karnataka, India Goldman Sachs Full time

Role Overview

As an Asset & Wealth Management Specialist at Goldman Sachs, you will play a critical role in helping clients and customers around the world achieve their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations, and endowments, and corporations and their employees.

Key Responsibilities

  • Evaluate all risk and economic implications of transactions, using strong analytical and technical skills
  • Work closely with the Regional Lending Team to advise and develop solutions for clients that meet their needs and remain within acceptable risk parameters for the Bank
  • Develop and maintain a thorough understanding of the product suite offered in Private Lending. Ensure consistency in the underwriting process and with the standards prescribed in the Product Lending Guides
  • Document the loan structure and analysis for credit approval and file documentation purposes
  • Ensure that loan documentation is consistent with the approved terms and that appropriate risk ratings are assigned to each loan transaction
  • Confirm compliance with all covenant and collateral monitoring procedures
  • Ensure that loan approvals and policy exceptions are documented appropriately and that credit files are maintained in a satisfactory manner
  • Interact with banking regulators on an as needed basis. Provide other support of GS Bank USA's loan portfolio as requested
  • Foster strong communication with Regional Private Lending teams, Credit Risk Management, PWM teams, clients, and GS Bank USA personnel

Requirements

  • A Bachelor's degree (MBA preferred for a more senior role)
  • CPA or CFA a plus
  • 3+ years of work experience in a financial field (mortgage or insurance underwriting is not relevant for this role)
  • Relevant work experience in commercial banking and/or private banking underwriting or credit roles
  • Key skills include detailed knowledge of financial accounting, analysis, and modeling
  • Excellent communication skills, both oral and written
  • Strong project management, multi-tasking, and work organization skills
  • Flexible, personable, confident, and self-motivated while focusing on being a team player
  • Desire to be part of a dynamic and growing business
  • No licensing required for this role

About Goldman Sachs

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness, and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

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